Purchases and Sales Made in Q3 2021 in Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ) during Q3 2021. The information is specifically focused on institutions that hold shares of SCHWAB US AGGREGATE BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18.4K- 11.56% |
$997K - $1.01M
|
141K
$3.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-18.7K- 23.65% |
$1.01M - $1.03M
|
60.2K
$1.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-23.8KClosed |
$1.29M - $1.31M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-24.8K- 15.81% |
$1.34M - $1.37M
|
132K
$3.03M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-26.7K- 19.73% |
$1.45M - $1.47M
|
108K
$2.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-27.3K- 14.63% |
$1.48M - $1.51M
|
159K
$3.66M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.4KClosed |
$1.54M - $1.57M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30.1K- 83.92% |
$1.64M - $1.66M
|
5.78K
$133K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-30.5K- 87.07% |
$1.65M - $1.68M
|
4.53K
$104K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-33.3K- 31.3% |
$1.8M - $1.83M
|
73K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.9K- 3.25% |
$1.84M - $1.87M
|
1.01M
$23.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.2K- 2.09% |
$2.29M - $2.33M
|
1.98M
$45.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-43.5K- 78.15% |
$2.36M - $2.4M
|
12.2K
$279K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-47.5KClosed |
$2.58M - $2.62M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68.9K- 12.72% |
$3.74M - $3.8M
|
473K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-73.4K- 93.45% |
$3.98M - $4.05M
|
5.14K
$118K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-111K- 5.1% |
$6M - $6.1M
|
2.06M
$47.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-114K- 75.48% |
$6.19M - $6.3M
|
37.1K
$852K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-156K- 32.43% |
$8.45M - $8.59M
|
325K
$7.46M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-193K- 97.3% |
$10.5M - $10.6M
|
5.34K
$123K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-211KClosed |
$11.4M - $11.6M
|
0
$0
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-266KClosed |
$14.4M - $14.7M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-266KClosed |
$14.4M - $14.7M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-288K- 67.52% |
$15.6M - $15.9M
|
139K
$3.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-497KClosed |
$27M - $27.4M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-607K- 67.95% |
$32.9M - $33.5M
|
286K
$6.57M
|